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Timestamps:
0:00 Does your tax plan end when you do?
0:43 Spousal Gifting for a Double Step-Up in Basis
4:46 Double Step-Up in Basis + Your Retirement Withdrawal Strategy
7:57 Unequal Beneficiaries for Maximum Tax Savings
#EstatePlanning #TaxPlanning
Disclaimer: This content is shown for illustrative purposes only. Every situation varies widely, and therefore the effectiveness of any strategies discussed on the Safeguard Wealth Management Youtube Channel will vary widely. Please use experienced help when implementing any retirement, tax, or estate planning strategy.
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your presentations were very well made; the information was valuable. You provide great services to the mass at no cost; thanks for taking the time to do them; please keep them coming.
What a great idea to transfer ownership to a Bill. This double step-up in basis is brilliant! Where is the tax code that speaks to this?
I'm 61 and a single Dad. I want to leave my assets to my adult children when I die. I wish you would've had an example for single people.
Great presentation. Thank you.
At 7:15 of the video, the chart shows married filing jointly tax brackets both before and after the husband passes. I think it should show single tax bracket after one spouse passes.
Great video. So in a community property state a spousal joint owned brokerage account would get the same step up treatment as the real estate example in the video?
I learn something every time I watch one of your videos. Thanks.
Whoa.. you lost me at gifting. But like the other strategies. :). As for our children I want give them all equally as well, zero, zero, and zero. My mom kicked me out of the house at 18. Best thing she ever did.
Great information…thank you!
Cutting-edge ideas are what Safeguard Wealth Management is about…